TPMN vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricTPMNVYMWinner
Expense Ratio0.65%0.04%
AUM$31M$79.0B
Dividend Yield4.08%2.86%
Holdings298568
YTD Return+2.40%+16.53%
1Y Return+4.75%+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)4.5%14.6%
Max Drawdown-5.1%-58.8%
Fund FamilyTimothy PlanVanguard (US)
CategoryAllocation/BalancedEquity
InceptionJan 24, 2023Nov 10, 2006

TPMN vs VYM Performance

Timothy Plan Market Neutral ETF (TPMN) is a ETF from Timothy Plan and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TPMN returned +4.75% while VYM returned +25.03%. Year to date, TPMN is up 2.40% versus a gain of 16.53% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.5% for TPMN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -5.1% for TPMN and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TPMN charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, TPMN currently yields 4.08% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, TPMN or VYM?

TPMN has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, TPMN or VYM?

Over the past year TPMN returned +4.75% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), TPMN annualized +4.14% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, TPMN or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 4.5% for TPMN. Worst drawdown: TPMN -5.1% vs VYM -58.8%.

Should I hold both TPMN and VYM?

TPMN and VYM have a monthly-return correlation of -0.24, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, TPMN or VYM?

TPMN yields 4.08% while VYM yields 2.86%, so TPMN currently pays the higher dividend yield.

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